Day: June 9, 2014

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-eighth Feature of the Day covered is Document Attachment On Payables Transactions. The same Document Attachment functionality that was added to Sales and Purchasing in prior Microsoft Dynamics GP 2013 releases has now been added to Payables Transactions.

Documents can be placed directly on the Payables Transaction or they can be set to flow from the selected Vendor; these documents can be viewed from the entry window or inquiry window.

To add a document attachment open the Payables Transaction Entry window (Purchasing » Transactions » Transaction Entry ) and click the Attach button on the ribbon:

Microsoft Dynamics GP has traditionally had it’s own log on which means for a user who’s day job is based within GP, they need to log into Windows and then log into GP.

If you are using the web client Microsoft Dynamics GP 2013 R2 saw the introduction of Identity Management – Login which will provide single sign-on functionality. However, for those using the desktop client the best that Dynamics GP has to offer is the Remember User and Password introduced in Dynamics GP 2010.

However, Dynamics GP has a thriving community surrounding it which includes many ISVs (Independent Software Vendors), one of which is called Fastpath; this company has developed an add-on for Dynamics GP called Config AD which makes single sign-on with Dynamics GP.

Typically my posts have all been around the Dynamics GP core product or the add-ons from Microsoft with only a small number of posts on products from other vendors. In this series of posts I am stepping outside of this area as I am going to cover the install, configuration and use of Fastpath’s Config AD. The index for this series is below and will expand as posts are made.

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-sixth Feature of the Day covered is Reverse Year End Close. This feature adds the ability to reverse the GL Year End Close Process in order to open the previous fiscal year.

Before the reversal is performed then users are warned to create a backup and also verifies that all users are logged out of GP prior to starting.

The Reverse Historical Year button will be disabled if the end-user is not maintaining history in the GL Setup form.

The reverse is done by opening the Year-End Closing window (Financial » Routines » Year-End Closing) and clicking the Reverse Historical Year button.

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-fifth Feature of the Day covered is Email or Print any Report in Word format; again I have a PowerPoint for this feature, but there is no page on the Inside Microsoft Dynamics GP blog. This feature means users will be able to send any report via email using a Word Template.

The Email Options form now has an option for .docx available :

This feature works differently in the Web Client as opposed the Desktop one.

The Web Client will automatically create a template for the report when it is printed and the template option selected. If the report is being emailed then email addresses can be specified for docx.

However, in the Desktop client a template needs to be created prior to sending via email; the template creation can be facilitated by using the Word Template Generator tool.

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-third Feature of the Day covered is Encumbrance SQL Reporting Services Reports. New SQL Reporting Services Reports have been created for Encumbrance Management; new Encumbrance Summary and Detail reports have been added to the existing list of SRS Reports. As with other SSRS reports these ones can be run from the Reporting Services Reports navigation list, directly from the deployment location or attached to and printed from a window in Microsoft Dynamics GP.

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-second Feature of the Day covered is Take Company Offline. This feature provides an easy way to take a company offline in order to perform a maintenance or business task requiring exclusive access. While a company is offline, only the user needing to perform the task and administrators can log into the company.

With this feature, the administrator can also send messages to GP users. Messages can be sent as a task reminder of upcoming events like maintenance happening this weekend or pop-up messages asking the user to exit the system for example.

The Take Company Offline for Maintenance window allows a single, or multiple companies, to be taken offline and a message entered which will be displayed to user’s as they attempt to access an offline company:

Dynamics GP Community

Login

Map of Visits

Disclaimer

This blog is a personal project; all opinions are my own and do not necessarily reflect those of my employer.

This blog and its content is provided "AS IS" with no warranty of any kind, either expressed or implied, made in relation to the accuracy, reliability or content of the information herein. The author shall not be liable for any direct, indirect, incidental or consequential damages arising out of the use of, or inability to use, information or opinions expressed in this site and confers no rights.

The links in this blog may lead to third-party Web sites to provide access to third-party resources to assist you in finding other services and/or technical support resources. Information at these sites may change without notice and azurecurve is not responsible for the content at any third-party Web sites and does not guarantee the accuracy of third-party information.